A leading global wealth management and family office firm is seeking an Associate Finance Business Partner to support financial analysis, strategic reporting, and planning for its largest division.
This junior-level role partners with business units across multiple jurisdictions, providing financial insight on performance, revenue, and KPIs. Responsibilities include preparing monthly MI reports with commentary, supporting budgeting and forecasting, building financial models, and helping to maintain Power BI dashboards. The successful candidate will work closely with divisional heads, finance teams, and front office staff, contributing to strategic initiatives and continuous improvement of processes. Strong analytical, communication, and Excel skills are essential, along with a keen interest in investment or fiduciary services. Candidates should have 1-3 years' experience in financial reporting, budgeting, or analysis, ideally in financial services. Progress toward a professional accounting qualification (ACA, ACCA, CIMA) is preferred. Familiarity with Power BI, Anaplan, or similar tools is advantageous but not essential.